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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,457 | $138,114-89.5% | $125,391-88.5% | $134,545-89.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,407 | $5,246-54.1% | $4,816-50.0% | $4,742-49.2% |
| Participant deferral / active EE | $12,588 | $7,801+61.4% | $7,448+69.0% | $6,401+96.6% |
| Admin fee / account holder | $131 | $11,570-98.9% | $10,009-98.7% | $11,431-98.9% |